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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
751
Plante Moran Financial Advisors
Michigan
$10.4K +$9.46K +114 +1,036%
MCM
752
MV Capital Management
Maryland
$10.3K +$415 +5 +4%
GWS
753
Greykasell Wealth Strategies
California
$10K – – –
AWM
754
Abound Wealth Management
Tennessee
$8.91K -$83 -1 -0.9%
SRCM
755
Signature Resources Capital Management
California
$8.5K – – –
PWMG
756
Prestige Wealth Management Group
New Jersey
$8.33K -$1.33K -16 -14%
OW
757
Olistico Wealth
Oklahoma
$8.33K – – –
NOI
758
Newton One Investments
Delaware
$8.33K +$8.3K +100 New
NL
759
NVWM LLC
Pennsylvania
$8.33K +$8.3K +100 New
DF
760
DecisionPoint Financial
Arizona
$8.22K – – –
FIA
761
FNY Investment Advisers
New York
$8K +$8.3K +100 New
TFA
762
Transamerica Financial Advisors
Florida
$7.83K +$4.15K +50 +114%
B
763
Birchbrook
Maine
$7.75K – – –
RWM
764
Rialto Wealth Management
New York
$7.58K – – –
AWA
765
Acumen Wealth Advisors
Tennessee
$7.5K -$1.25K -15 -14%
IAS
766
IMA Advisory Services
Colorado
$7.5K – – –
RF
767
Rossby Financial
Florida
$7.08K -$32.2K -388 -82%
AW
768
Avion Wealth
Texas
$7K – – –
BH
769
Burk Holdings
Oklahoma
$6.83K – – –
BWS
770
Buck Wealth Strategies
Colorado
$6.75K +$6.72K +81 New
CSC
771
Caldwell Sutter Capital
California
$6.67K +$6.64K +80 New
WAS
772
Winch Advisory Services
Wisconsin
$6.33K +$6.31K +76 New
MMCM
773
Murphy & Mullick Capital Management
New York
$5.95K – – –
MP
774
McDonald Partners
Ohio
$5.83K +$5.81K +70 New
NB
775
NBH Bank
Colorado
$5.83K +$5.81K +70 New